We currently handle bi-weekly retainer client onboarding through Boardd forms. It would be amazing if changing a task status to “Signed” could automatically generate a recurring subtask list for monthly billing and check-in calls. Has anyone found a workaround using webhooks, or is native status-based automation on the roadmap?
Quick question on Tab Member Controls: We bring in freelance copywriters for specific projects and want them to see project deliverables without giving them access to the client’s WhatsApp chat history or financial invoices tab. What is the cleanest permission setup you use for guest contractors?
After updating our custom white-label domain settings in Boardd yesterday, our incoming client WhatsApp messages stopped syncing to the channel inbox. Outgoing messages from Boardd still go through fine. Anyone else run into this during a domain migration, or is there a webhook re-authorization step we missed?
